Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Sell
10,479
-695
-6% -$33.4K 0.01% 439
2025
Q1
$542K Buy
11,174
+4,557
+69% +$221K 0.01% 367
2024
Q4
$323K Buy
+6,617
New +$323K 0.01% 460